IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.1M
3
+$9.65M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$8.87M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.54M

Top Sells

1
+$635K
2
+$61.9K
3
+$60.4K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.5K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$22K

Sector Composition

1 Consumer Discretionary 1.07%
2 Industrials 0.98%
3 Technology 0.59%
4 Healthcare 0.38%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+33
252
$3K ﹤0.01%
1,150
253
$2K ﹤0.01%
30
254
$2K ﹤0.01%
50
255
$2K ﹤0.01%
+90
256
$2K ﹤0.01%
110
257
$2K ﹤0.01%
36
258
$2K ﹤0.01%
15
259
$2K ﹤0.01%
99
260
$2K ﹤0.01%
65
261
$2K ﹤0.01%
34
262
$2K ﹤0.01%
33
263
$2K ﹤0.01%
24
264
$2K ﹤0.01%
52
265
$2K ﹤0.01%
144
266
$1K ﹤0.01%
10
267
$1K ﹤0.01%
39
268
$1K ﹤0.01%
3
269
$1K ﹤0.01%
17
270
$1K ﹤0.01%
42
271
$1K ﹤0.01%
33
272
$1K ﹤0.01%
100
273
$1K ﹤0.01%
12
274
$1K ﹤0.01%
4
275
$1K ﹤0.01%
386
9 10
11
12 13